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5 Rules of Risk

July 14, 2020 HUMANS HAVE IT ALL WRONG ON RISK The 5 Rules of Risk dives deep into the concept of risk and how accurately humans evaluate it. Humans are subconsciously always evaluating risk on autopilot for every decision we make, whether we are aware of it or not. Let’s compare driving a car to mountain biking. …

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COMMON HEALTH & SAFETY PRACTICES

June 25th, 2020 • Remote Appointment Availability: We are happy to offer remote appointments allowing you to receive updates to your financial plan or accounts from the safety of your own home. If you have any current or underlying health concerns, we highly recommend this option for you. Our staff can easily walk you through the …

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Sunrise Financial Receives 2020 Best of Burien Award

June 16, 2020 Burien Award Program Honors the Achievement Sunrise Financial has been selected for the 2020 Best of Burien Award in the Financial Planner category by the Burien Award Program. Each year, the Burien Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These …

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Market Update: May 27, 2020

TODAY’S NEWSMemorial Day weekend reopenings and fewer restrictions reignited people’s optimism, though some packed beaches across the country also prompted public health advisories. Another biotech company announced positive vaccine news as a potential cure for coronavirus keeps advancing. China is stirring the pot with Hong Kong again, and it doesn’t look like it’s going to …

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Market Update: May 19, 2020

TODAY’S NEWSWe may be getting closer to a vaccine! Federal Reserve Chairman Jerome Powell had a strong “60 Minutes” interview yesterday. He offered encouragement and no limits. More lockdown restrictions eased today. CURRENT MARKET DRIVERSModerna shares rocketed up today on news that the firm has had a successful first trial of a vaccine that creates …

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A Day in the Life: The Show Must Go On

Written by Amy Wick, CFP for Eddge and Allianz Life Insurance Company of North America Featuring Janice Hammond, Founder and CEO of Sunrise Financial Services Founder and CEO of Sunrise Financial Services, an independent financial services firm, Janice has her hands full, as she’s also a mom of two young daughters, ages three and five, …

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New Year Starts With Record Highs

The first trading week of 2017 is over, and during this time, all three major domestic indexes hit record highs. The DOW reached 19,999.63 in intra-day trading on Friday, January 6 – just 0.37 away from achieving 20,000 for the first time. On the same day, the S&P 500 and NASDAQ both closed at record …

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Teaching Kids About Money

Most parents know the importance of teaching children to read at an early age. However, they are often laidback when it comes to teaching them about money. Allianz SE Munich, Dec 27, 2016   Sometimes, parents are reluctant to talk to their children about “financial matters”. That’s unfortunate. For one, if they aren’t talking about …

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Stocks Up, Fed Increase Likely


For the second straight week, the major domestic indexes all ended in positive territory: The S&P 500 was up 0.81%, the Dow increased 0.11%, and the NASDAQ added 1.61%. 1 While American indexes performed well, MSCI EAFE’s international equities declined 1.58%. 2 With the long, drawn-out presidential election behind us, investors are beginning to look …

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